Here’s How Europe’s Housing Bubble Could Kill Your Portfolio

I told you on Wednesday that, thanks to my experience in the real estate world, I have my eye on an impending housing bubble that you are almost certainly not watching right now.

But you should be… because it has very real implications for your money.

Thanks to central bank policies, housing bubbles are happening again today, not just in the US, but in Europe too. Europe matters to us, a lot. It matters because a steady flow of buy orders from European dealers, banks and investors is required to keep US stocks and bonds inflated. US markets would collapse without European buying.

That’s why I take a close look at the ECB’s monthly data on the European banking system. And what we see today in the just released data from January has scary implications.

The Hidden Housing Bubble You’re Ignoring (That Could Destroy You)

In my 20 years in the real estate business and the real estate finance industry, I saw a few bubbles, both local, and national. And I’ve seen a few busts, both as a market participant and as a market analyst.

I know a housing bubble when I see one, and I’ve spotted a giant one that you’re definitely not looking at right now – but it’s poised to destroy you.

So let me tell you a story.

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